Position in AEIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,842,462
+$1,994,224 QoQ
Shares Held
12,987
+47.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 677 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 43%
Shared 5%
None 52%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Corient Private Wealth LLC holds $80,140,780 across 14 Electrical Equipment & Parts names. AEIS ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
55,563 | $18,603,603 | |
| 2 | ENS |
EnerSys
|
74,716 | $17,470,095 | |
| 3 | BE |
Bloom Energy Corp
|
54,200 | $16,406,340 | |
| 4 | AYI |
Acuity Inc. (De)
|
17,646 | $6,646,542 | |
| 5 | NVT |
nVent Electric plc
|
36,319 | $6,160,065 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
12,987 | $4,842,462 | |
| 7 | HUBB |
Hubbell Inc
|
8,131 | $4,254,139 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
150,984 | $2,613,533 |
All Filings in AEIS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,842,462 | 12,987 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,848,238 | 8,826 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,416,597 | 6,766 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,148,955 | 6,753 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $860,322 | 6,493 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $633,811 | 6,650 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $793,684 | 6,864 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,061,450 | 10,086 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $731,954 | 6,730 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $704,477 | 6,908 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $745,557 | 6,845 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $567,984 | 5,508 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $603,501 | 5,415 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $524,496 | 5,352 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||